Portico Wealth Advisors, LLC

Portico Wealth Advisors, LLC (CRD# 151794) is a financial advisory firm headquartered in Larkspur, CA. They manage $232,348,843 in 296 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
17 E. Sir Francis Drake Blvd., Suite 218, Larkspur, CA 94939
http://www.porticowealth.com
By the Numbers
  • Total Assets Under Management
    232
    MILLION
  • Total Number of Accounts
    296
    ACCOUNTS
  • Average Account Value
    $784,962
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Portico Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan Leidy, financial advisor Larkspur CA
Jonathan D. Leidy
CRD#: 4192876
17 E. Sir Francis Drake Blvd., Suite 218, Larkspur, CA 94939

Jonathan Leidy (CRD# 4192876) is an Investment Advisor Representative working at Portico Wealth Advisors, LLC in Larkspur, CA and has over 23 years of experience in the finance industry.

2
David Tarantino, financial advisor Larkspur CA
David J. Tarantino
CRD#: 1886426
17 E. Sir Francis Drake Blvd., Suite 218, Larkspur, CA 94939

David Tarantino (CRD# 1886426) is an Investment Advisor Representative working at Portico Wealth Advisors, LLC in Larkspur, CA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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